+18.7%
PATH vs AMIX
-80.5%
+99.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.2% | -7.6% | -7.8% |
| 7D | -22.8% | -3.4% | -19.4% | -22.7% |
| 30D | -6.9% | -54.4% | +47.5% | -5.6% |
| 3M | +25.4% | -45.7% | +71.2% | +23.3% |
| 6M | +18.1% | -49.2% | +67.3% | +16.2% |
| YTD | -14.5% | -60.3% | +45.8% | -15.5% |
| 1Y | +18.7% | -81.4% | +100.1% | +53.2% |
| All | +18.7% | -80.5% | +99.3% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling